UTI Short Duration Fund vs Aditya Birla Sun Life Short Term Fund compare
Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan
UTI Short Duration Fund - Discontinued Regular Option -Growth Sub Option
Chart Comparison
Overview
Scheme Name | Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan | UTI Short Duration Fund - Discontinued Regular Option -Growth Sub Option |
---|---|---|
Fund | Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan | UTI Short Duration Fund - Discontinued Regular Option -Growth Sub Option |
Investment Plan | Growth | Growth |
Level of Risk | Moderate | Moderate |
Asset Size (Cr) | ₹8924 Cr | ₹2676 Cr |
Min Investment | ₹1000 | ₹500 |
Min SIP Invesment | ₹1000 | ₹500 |
Min Addl Investment | ₹1000 | ₹500 |
Launch Date | 09 May 2003 | 26 Jun 2003 |
Category | Short Duration | Short Duration |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Short Duration Debt Index B-II | CRISIL Short Duration Fund AII Index |
Turn Over | 78% | 126.45% |
Expense Ratio | 1.01 | 0.84 |
Manager | Dhaval Joshi | Sudhir Agrawal |
ISIN Code | INF209K01942 | INF789F01AJ9 |
Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan | UTI Short Duration Fund - Discontinued Regular Option -Growth Sub Option |
---|---|---|
1 Month | 0.68% | 0.69% |
6 Month | 3.82% | 3.71% |
1 Year | 7.89% | 7.39% |
3 Year | 6.45% | 6.03% |
5 Year | 6.67% | 6.93% |
SIP Return Analysis
Scheme Name | Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan | UTI Short Duration Fund - Discontinued Regular Option -Growth Sub Option |
---|---|---|
6 Month | - | - |
1 Year | 7.74% | 7.36% |
3 Year | 7.28% | 6.94% |
5 Year | 6.59% | 6.73% |
Rolling Lumpsum Returns
Scheme Name | Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan | UTI Short Duration Fund - Discontinued Regular Option -Growth Sub Option |
---|---|---|
1 Year | 7.11% | 7.4% |
3 Year | 7.54% | 7.51% |
5 Year | 8.01% | 7.64% |
Risk Management
Scheme Name | Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan | UTI Short Duration Fund - Discontinued Regular Option -Growth Sub Option |
---|---|---|
Standard Deviation | 0.99% | 2.57% |
Sharp | 0.06% | 0.59% |
Beta | 1.74% | 0.38% |
Alpha | 3.54% | 2.23% |
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Fund Managers
Scheme Name | Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan | UTI Short Duration Fund - Discontinued Regular Option -Growth Sub Option |
---|---|---|
Name | Dhaval Joshi | Sudhir Agrawal |
Total AUM | ₹361932 Cr | ₹7736 Cr |
Fund Manage | 55 | 6 |
Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan | UTI Short Duration Fund - Discontinued Regular Option -Growth Sub Option |
Market Cap
Scheme Name |
Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan |
UTI Short Duration Fund - Discontinued Regular Option -Growth Sub Option |
---|---|---|
Others | 100.07 | 99.99 |
Sector Allocation
Scheme Name |
Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan |
UTI Short Duration Fund - Discontinued Regular Option -Growth Sub Option |
---|---|---|
Others | 4.03 | 6.25 |
Sovereign | 31.81 | - |
Energy | 0.9 | 4.36 |
Construction | 9.39 | 9.42 |
Financial | 49.15 | 71.32 |
Services | 0.34 | 0.22 |
Communication | 4.45 | 0.68 |
Consumer Staples | - | 3.73 |
Automobile | - | 1.04 |
Capital Goods | - | 2.97 |
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